Last Call

Is the market not pricing in the possibility that Pres. Biden might drop out of the race? @SullyCNBC explains.

"I still think you will have a different [Democratic] nominee by the time we get to the end of August," says @marctshort on Biden. "You have the Senate Majority Leader going to the incumbent president to tell him he no longer has support among Democratic senators."

Artificial intelligence is shedding light on consumers who may be "credit invisible." @sharon_epperson reports.

“Really, what’s holding things back is this continued conversation about who the nominee is going to be,” says @DonnaFEdwards on uncertainty surrounding the Democratic presidential nominee pick. “The president really senses that he has momentum around his base.”

"Are the Mag 7 breaking down?" asks @SullyCNBC. "Yes," says @Piper_Sandler's Craig Johnson. "These charts are rolling over, and they need to correct further." $AAPL $MSFT $NVDA

“Do you think Joe Biden will be the Democratic nominee Nov. 5?” asks @SullyCNBC. “I don’t. I think the Democrats are going to pull him off the ballot,” says Sen. @tedcruz. “Right now, the Democratic Party is in a complete civil war.”

"The path towards a Republican victory is being pronounced by the stock market," says @jeffkilburg as the Trump trade surges. "But the mass amount of uncertainty can change anything on a dime."

"They say money is the mother's milk of politics, and it has really dried up," says @semaforben after Jeffrey Katzenberg reportedly warned Pres. Biden that donors' patience is wearing thin. "People have stopped writing checks."

“At this point, there’s probably no way to build manufacturing in the U.S. without both the incentives plus the tariffs, unfortunately for the tariffs’ side,” says @PaulaMints1 on the future of U.S Solar Manufacturing.

Going on @LastCallCNBC now to talk about the Biden campaign's donor crunch

“I am having a hard time finding someone who’s not betting on a Trump trade,” says @RaymondJames’ @EdMillsDC. “We had 91% of respondents this week say they think that it's going to either be a Republican sweep or a Trump victory.”

Is the market overvaluing a Trump win? Everyone on the train but we may have a new Democrat candidate soon with better odds. Our lead tonight on @LastCallCNBC plus: @tedcruz calls in!

“What would be the first move of a new FCC commissioner under a new administration?” @SullyCNBC asks @AjitPai. “Reversing the reinstatement of the net neutrality rules,” says the former @FCC chairman.

“It’s still a relatively small group, a minority of Silicon Valley call them ‘Big-Tech Bigs.’ The vast majority continue to be, if not Biden supporters certainly on the liberal side," says @axios business editor @danprimack on Silicon Valley support for Donald Trump.

Investors are loving small and mid-cap stocks right now. @SullyCNBC explains.

"Having a strong border will actually increase wages for American workers," says @RealOmeedMalik on Trump laying out his economic agenda. "We should be caring about American citizens and how we are going to increase wages for them."

“If the Iranian situation turns from words to action, you could have a real problem,” says @pickeringenergy’s Dan Pickering after U.S. officials uncovered an Iranian plot to assassinate Donald Trump.

San Francisco mayoral candidate @MarkFarrellSF has a plan to revitalize San Francisco’s downtown financial district. @CNBC's Kate Rogers reports.